Tesla's Shanghai factory recorded 95,366 wholesale vehicle sales in September 2026, a 5.01% year-on-year increase and the highest monthly figure for the company this year.
Exports from the Shanghai facility reached 30,529 vehicles in September, rising 58.29% compared to the previous year. Domestic deliveries in China totaled 64,837 units, marking a 9.35% year-on-year decline.
For the first nine months of 2026, wholesale sales reached 743,060 vehicles, up 22.54% year-on-year. Exports accounted for 48.71% of this total, compared to 28.64% during the same period in 2025.
Third-quarter wholesale sales hit a record 275,111 vehicles, a 13.73% increase from the previous year. The Shanghai plant's output represented 56.55% of Tesla's global deliveries for the quarter.
To stimulate demand, Tesla introduced promotional payment reductions of ¥5,000 for Model 3 and ¥7,000 for specific Model Y variants for orders placed by October 31.
The company also upgraded the Model 3 in China with a 16-inch central touchscreen and a new interior option, maintaining existing price levels.
